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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
| OH | RA | APPROVED | 2023-04-04 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 03/2021 | 09/2022 |
| J.P. Morgan Securities Llc | Columbus | OH | 05/2022 | 09/2022 |
| 101 Beer Kitchen | Westerville | OH | 01/2015 | 05/2022 |
| Morgan Stanley | Dublin | OH | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-26 |
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